See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,005 | $72,492+91.8% | $87,100+59.6% | $72,985+90.5% |
| Participation rate | 74.3% | 72.8%+1.5pp | 76.9%-2.6pp | 69.5%+4.8pp |
| Annual return | 22.25% | 24.46%-2.2pp | 28.19%-5.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,354 | $1,894-28.5% | $2,521-46.3% | $2,440-44.5% |
| Participant deferral / active EE | $4,021 | $3,270+23.0% | $4,049-0.7% | $3,607+11.5% |
| Admin fee / account holder | $8,695 | $5,055+72.0% | $7,497+16.0% | $5,124+69.7% |